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Name Holding Trade Value Shares
Change 		Change in
Stake
MG
1501
Marex Group
$314K -$90.8M -199,350 -100%
WFC
1502
Western Financial Corp
California
$313K +$95.7K +210 +39%
NJIM
1503
Nabity-Jensen Investment Management
Nebraska
$312K – – –
DLA
1504
Douglas Lane & Associates
New York
$312K -$48.3K -106 -12%
RWA
1505
Rooted Wealth Advisors
Illinois
$312K – – –
CP
1506
Canopy Partners
Ohio
$311K – – –
4WM
1507
44 Wealth Management
Oregon
$311K -$15.5K -34 -4%
RCM
1508
Radnor Capital Management
Pennsylvania
$311K – – –
TC
1509
TFR Capital
Texas
$311K +$338K +742 New
CPRC
1510
Consolidated Portfolio Review Corp
New York
$310K +$46.9K +103 +16%
BCMO
1511
Buckingham Capital Management (Ohio)
Ohio
$309K -$25.5K -56 -7%
HWA
1512
HHM Wealth Advisors
Tennessee
$309K +$319K +700 +1,842%
MCWA
1513
Meadow Creek Wealth Advisors
Georgia
$309K +$9.11K +20 +3%
TWM
1514
TSA Wealth Management
Texas
$305K -$18.2K -40 -5%
SBIA
1515
Sheaff Brock Investment Advisors
Indiana
$302K +$8.2K +18 +3%
PFW
1516
Petros Family Wealth
Minnesota
$302K +$329K +722 New
TA
1517
TrueWealth Advisors
Alabama
$302K -$2.73K -6 -0.8%
ACP
1518
Aveo Capital Partners
Colorado
$297K +$15.9K +35 +5%
SSWG
1519
Seven Springs Wealth Group
Tennessee
$296K – – –
ST
1520
Sabal Trust
Florida
$296K -$43.3K -95 -12%
FG
1521
Fiduciary Group
Georgia
$296K -$8.2K -18 -2%
PBO
1522
Peoples Bank (Ohio)
Ohio
$295K – – –
WCAMG
1523
Woodard & Company Asset Management Group
North Carolina
$295K – – –
FWM
1524
Foguth Wealth Management
Michigan
$294K -$17.3K -38 -5%
AA
1525
Auxano Advisors
Washington
$294K -$456 -1 -0.1%
59 60
61
62 63